Bill approval policies
You can build an approval flow for bills: conditions (such as an amount limit), consecutive steps, reminders and escalation timing. Several policies can be active at once. When more than one matches a bill, the Multiple matching policies setting decides: with Use highest priority the highest-priority one runs, with Let the requester choose the requester picks one.
Example: two-step control, but only for large bills.
- Click New Policy and name it Large bill.
- Entity Type: Bill content approval.
- Condition: Amount greater than 1,000,000, Currency: HUF.
- Approval Chain:
- Step 1: Accounting – Assignee: Responsibility role, Accounting. Under Required bill fields on this step, tick for example Invoice category and Bank account: while they are empty, the step cannot be approved.
- Step 2: CEO – Assignee: Responsibility role, CEO; switch on Decision note required.
- Reminder cadence (hours): 24, Max reminders: 3.
- Escalation (hours): 72, Escalate to: for example your managing director.
- Priority: 10 – a higher number wins.
A lower-priority General bill policy with just an accounting step is a good companion for the smaller bills.
Set the members of the roles under Settings → Responsibility roles.